FF stock forecast, quote, news & analysis

Key Takeaways

• FutureFuel Corp. (FF) shares have fallen roughly 46% over the last 30 days, sliding from about $5.21 on October 13 to near $2.80.
• The decline was driven primarily by a steep post-earnings selloff after third-quarter 2026 results showed a GAAP net loss despite a sharp jump in revenue.
• A single-session drop of about 38% on unusually heavy volume followed the report, as elevated feedstock costs, derivatives losses, and chemical-segment maintenance outweighed stronger biofuel volumes.
• Over the last quarter, the stock is down more than 50%, retracing the gains recorded after stronger second-quarter results in early August.
• Management reported that more than 90% of fourth-quarter biodiesel capacity is already booked and pointed to upcoming regulatory changes as a potential margin tailwind, though near-term profitability remains under pressure.
• The board's reduced $0.01 quarterly dividend and a reaffirmed $25 million buyback program highlight a shift in capital allocation toward growth and share repurchases.
• For additional detail, explore FutureFuel's Price Targets, Earnings, and Forecast pages on Tickeron.
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FutureFuel Corp. (FF) Company Overview and Market Position

FutureFuel Corp. is a manufacturer of custom and performance chemicals and biofuels, operating through two segments: Chemicals and Biofuels. Its chemicals business produces specialty and custom-manufactured products used in coatings, industrial and consumer cleaning, oil and gas, specialty polymers, and other industrial applications. The Biofuels segment manufactures and markets biodiesel, along with biodiesel-petrodiesel blends and related byproducts.

The company's manufacturing complex in Batesville, Arkansas, supports long-standing customer relationships, and management has highlighted reshoring demand from cost-advantaged U.S. production as a competitive theme. Investors follow the stock for its exposure to renewable fuels regulation, chemical manufacturing utilization, and its history of returning capital to shareholders through dividends and buybacks.

FutureFuel Corp. (FF) Stock Price Performance: Last 30 Days vs. Quarter

Over the last 30 days, FF shares have fallen approximately 46%, declining from a closing price of $5.21 on October 13, 2026, to about $2.80 in mid-November. Most of that move occurred in a single trading session, when the stock dropped roughly 38% from $5.07 to $3.12 immediately after the company reported third-quarter results.

The picture over the last quarter is similarly negative. From a closing level of $5.85 in mid-August, the shares have lost more than 50%, reflecting a multi-month retracement of the rally that followed second-quarter results. The broader trend shows a stock that spiked in early August, drifted steadily lower through September and October, and then accelerated to the downside following the November earnings release.

What Drove FF Stock Price in the Last 30 Days

The dominant catalyst was FutureFuel's third-quarter 2026 earnings report, released after the market close on November 9. Revenue surged roughly 361% year over year to about $104.7 million, driven by stronger biofuel pricing and volume. However, the company still posted a GAAP loss of $0.19 per share, and the stock fell sharply on heavy volume the following session.

The loss reflected several factors. In the Biofuels segment, higher utilization and sales volume were offset by elevated feedstock costs and derivative losses, resulting in a segment gross loss. In the Chemicals segment, extended maintenance turnarounds at two dedicated customer production units reduced sales volume by 27% compared with the prior-year period and cut third-quarter Adjusted EBITDA by roughly $4.3 million. Together, these factors outweighed the top-line growth and triggered a sharp repricing of the shares.

What Drove FF Stock Performance Over the Last Quarter

The quarterly trend has been shaped by a shift in investor expectations. Shares rallied in early August after second-quarter results showed a return to profitability, with revenue growth and improved capacity utilization. Since then, sentiment has cooled as investors weighed thinner margins, the reduced $0.01 quarterly dividend, and lingering concerns about biofuel profitability.

The November selloff crystallized those concerns. Management pointed to strong fourth-quarter biodiesel bookings and a January 1, 2027, regulatory change that could narrow the competitive advantage of renewable diesel producers, but near-term results remain loss-making. The combination of an improved but still challenging operating backdrop and the dividend reduction has kept the stock under sustained pressure through the quarter.

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FF Stock Forecast Drivers: What Investors Should Watch Next

Several factors are likely to shape FutureFuel's outlook. Investors will monitor whether fourth-quarter results translate the company's strong biodiesel booking visibility into improved margins, and whether the expected sale of roughly 1.5 million RINs and the recovery of derivative losses support profitability. The January 1, 2027, regulatory equivalency change for renewable fuels could improve the competitive position of biodiesel relative to renewable diesel.

On the chemicals side, the resumption of normal order cadence from key customers and the completion of maintenance work are important operational checkpoints. Management has also cited a $41 million customer-funded capital investment at Batesville between 2026 and 2028. Broader risks include feedstock cost volatility, derivative exposure, and continued margin pressure across both segments.

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